Atlantic Edge Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 2,614 shares of VNQ stock, worth $234,345. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,614
Previous 2,529
3.36%
Holding current value
$234,345
Previous $212 Million
20.22%
% of portfolio
0.08%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$895 Million0.08% of portfolio